PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares Core U.S. REIT ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$7.50M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.17% | -267 shares | -947K | $47.5 | 158.07K |
| Q2 2022 | share | Increase | +8.72% | 12.69K shares | -960K | $53.4 | 158.34K |
| Q1 2022 | share | Increase | +11.43% | 14.94K shares | 582K | $64.65 | 145.64K |
| Q4 2021 | share | Increase | +7.43% | 9.03K shares | 1.69M | $67.47 | 130.70K |
| Q3 2021 | share | Decrease | -1.32% | -1.62K shares | -57K | $58.65 | 121.66K |
| Q2 2021 | share | Increase | +2.88% | 3.45K shares | 913K | $58.09 | 123.29K |
| Q1 2021 | share | Increase | +7.86% | 8.73K shares | 901K | $51.87 | 119.83K |
| Q4 2020 | share | Increase | +11.68% | 11.61K shares | 1.02M | $47.62 | 111.10K |
| Q3 2020 | share | Increase | +10.87% | 9.75K shares | 450K | $42.66 | 99.48K |
| Q2 2020 | share | Increase | +76.64% | 38.93K shares | 2.05M | $42.06 | 89.73K |
| Q1 2020 | share | Increase | 0.00% | 50.8K shares | 1.84M | $37.62 | 50.8K |